In an interview with Bloomberg, the billionaire said the decision to sell Nvidia was a "big mistake." He said he sold most of his position when Nvidia was priced between $80 and $95 (post-split) and the stock has now run up past $130, meaning the value of Nvidia has increased roughly 50% since he did most of his selling.

The billionaire investor, who hasn’t lost in a single quarter throughout his 30-year career, said he made a “big mistake” selling Nvidia too early after initially thinking he was going to hold it for years.

As Nvidia nears becoming the world's most valuable company (again), not everyone is buying in. Others are looking elsewhere, at Nvidia's competitors.